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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

Green Building

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
501	BA Broadview Advisors Milwaukee, Wisconsin	$38.3M	-$1.74M	3	5.44%	Reduced
502	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$38.2M	+$5.88M	6	4.19%	Increased
503	PPC Precision Path Capital New York	$38.1M	+$34.2M	4	29.27%	New
504	AIA Affinity Investment Advisors Newport Beach, California	$38M	+$2.94M	5	4.32%	Increased
505	ECP Elk Creek Partners Denver, Colorado	$38M	+$890K	2	2.23%	Increased
506	NA Neuburgh Advisers Los Angeles, California	$37.8M	-$3.14M	16	1.35%	Reduced
507	SW SVB Wealth Boston, Massachusetts	$37.7M	+$8.64M	7	1.42%	Increased
508	Braun Stacey Associates New York	$37.6M	+$384K	2	2.52%	Increased
509	Crossmark Global Holdings Houston, Texas	$37.6M	-$366K	31	0.9%	Reduced
510	GHCM Glen Harbor Capital Management San Diego, California	$37.6M	+$3.32M	22	0.85%	Increased
511	IECM Intrinsic Edge Capital Management Chicago, Illinois	$37.5M	-$36.7M	7	6.51%	Reduced
512	BG Bollard Group Boston, Massachusetts	$37.5M	+$287K	4	1.8%	Increased
513	D.A. Davidson & Co Great Falls, Montana	$37.4M	+$1.39M	10	0.79%	Increased
514	BCM Barometer Capital Management Toronto, Ontario, Canada	$37.3M	+$7.75M	2	3.36%	Increased
515	SCM Suffolk Capital Management New York	$37.1M	+$4.85M	6	4.82%	Increased
516	RCM Riverhead Capital Management Wilmington, Delaware	$37M	-$3.63M	27	1.57%	Reduced
517	Zurich Insurance Group Zurich, Switzerland	$36.6M	-$16.5M	6	0.86%	Reduced
518	Marshall Wace Asia Central, Hong Kong	$36.5M	+$1.5M	1	1.26%	Increased
519	Samlyn Capital New York	$36.2M	+$20.2M	2	0.83%	Increased
520	Stephens Investment Management Group Houston, Texas	$36.1M	-$7.34M	2	0.82%	Reduced
521	RCM Redwood Capital Management New York	$35.9M	-$527K	2	2.96%	Reduced
522	Wolverine Trading Chicago, Illinois	$35.7M	+$19.9M	18	0.13%	Increased
523	AC Ascend Capital Orinda, California	$35.6M	-$40.3M	6	1.34%	Reduced
524	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$35.5M	+$353K	2	1.45%	Increased
525	Nomura Asset Management Tokyo, Japan	$35.3M	+$407K	8	0.41%	Increased